---
title: "Jensen Huang: NVIDIA has requested TSMC to increase wafer supply and has not negotiated with Chinese companies for Blackwell chips"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/265058369.md"
description: "NVIDIA CEO Jensen Huang stated that in response to the growing global demand for artificial intelligence, he has requested Taiwan Semiconductor to increase wafer supply to accelerate the release of key graphics processing unit (GPU) capacity. He mentioned that three artificial intelligence memory suppliers have significantly expanded their capacity to support high bandwidth memory and advanced packaging supply. Regarding the Chinese market, Jensen Huang indicated that there are currently no discussions with Chinese companies about the Blackwell new product, and whether to return to the Chinese market in the future will depend on market and policy conditions"
datetime: "2025-11-10T02:13:47.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/265058369.md)
  - [en](https://longbridge.com/en/news/265058369.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/265058369.md)
---

> Supported Languages: [简体中文](https://longbridge.com/zh-CN/news/265058369.md) | [繁體中文](https://longbridge.com/zh-HK/news/265058369.md)


# Jensen Huang: NVIDIA has requested TSMC to increase wafer supply and has not negotiated with Chinese companies for Blackwell chips

NVIDIA (NVDA.US) CEO Jensen Huang stated that in response to the growing global demand for artificial intelligence, he has requested Taiwan Semiconductor (TSM.US) to increase wafer supply to accelerate the release of key graphics processing unit (GPU) capacity. He also mentioned that three artificial intelligence memory suppliers, SK Hynix, Samsung Electronics, and Micron (MU.US), have significantly expanded their capacity, which will support the supply of high bandwidth memory (HBM) and advanced packaging.

Regarding the Chinese market, he indicated that there are currently no discussions with Chinese companies about the Blackwell new product, nor are there plans to ship to China. Whether to return to the Chinese market will depend on market and policy conditions. He emphasized that maintaining supply chain resilience under compliance conditions helps reduce the fragmentation caused by de-risking the ecosystem

### Related Stocks

- [NVIDIA Corporation (NVDA.US)](https://longbridge.com/en/quote/NVDA.US.md)
- [Taiwan Semiconductor Manufacturing Company Limited (TSM.US)](https://longbridge.com/en/quote/TSM.US.md)
- [GraniteShares 2x Long NVDA Daily ETF (NVDL.US)](https://longbridge.com/en/quote/NVDL.US.md)
- [XL2CSOPNVDA (07788.HK)](https://longbridge.com/en/quote/07788.HK.md)
- [XI2CSOPNVDA (07388.HK)](https://longbridge.com/en/quote/07388.HK.md)
- [YieldMax NVDA Option Income Strategy ETF (NVDY.US)](https://longbridge.com/en/quote/NVDY.US.md)
- [Direxion Daily NVDA Bear 1X ETF (NVDD.US)](https://longbridge.com/en/quote/NVDD.US.md)
- [T-REX 2X Long NVIDIA Daily Target ETF (NVDX.US)](https://longbridge.com/en/quote/NVDX.US.md)
- [T-REX 2X Inverse NVIDIA Daily Target ETF (NVDQ.US)](https://longbridge.com/en/quote/NVDQ.US.md)

## Related News & Research

- [TSMC Unit Buys Corporate Bonds Worth $112 Million](https://longbridge.com/en/news/280097365.md)
- [Fractile Seeks $200 Million as Nvidia Faces Inference Pressure](https://longbridge.com/en/news/281215985.md)
- [TSMC's Supply Squeeze Through 2028 Could Be This Chipmaker's Big Break As AI Demand From Nvidia, Apple Surges](https://longbridge.com/en/news/281141442.md)
- [France's Mistral raises $830 million in debt for AI data centre build-up](https://longbridge.com/en/news/280962362.md)
- [Why Is Vanguard Total Stock Market ETF (VTI) Rising Today, 3/31/26?](https://longbridge.com/en/news/281211233.md)